There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested. In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Services
Fichter Wealth Management, Inc. was created to solve a quandary in the financial services industry. How do you resolve the conflict between publicly traded companies that are too often more focused on increasing shareholder value rather than client value? Furthermore, how do you properly motivate professionals while retaining objectivity?
Our clients experience a unique path to financial planning through The Fichter Wealth Approach. The seven step process we utilize serves as touchstones to ensure our commitment to you as an individual. Your attitudes and concerns about money are highly individual. Our approach centers on understanding what makes you uniquely you.
Discussing the inevitable passing of your wealth although difficult, is important for your family wealth plan. Periodic family meetings can go a long way to making the transition smoother for your beneficiaries. The wealthy have long held family meetings to discuss sustaining your wealth and their charitable endeavors, and you don't have to have enormous wealth to benefit from involving your family in the planning process.
Because we're an independent firm, we are not constrained by sales quotas or hindered by product limitations. We can focus on accomplishing your goals, always ensuring the actions we take are in your best interest. Working with Fichter Wealth Retirement Planning, you will receive comprehensive advice from a team of highly qualified and experienced financial professionals dedicated to understanding your unique circumstances.
The Certified Financial Planner certification is a recognized standard of excellence for comprehensive financial planning. An individual who has earned these marks has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).
Reviews
Be the first to review Fichter Wealth Management.
Write a Review
